Now What for the Grains and Cattle?

You Made Sales—Now Comes the Hard Part

Prices improved → make sales → move on.

But that part of the market is behind us.

Now comes the harder phase—the one that separates average marketing from great marketing:

What do you do after you’ve sold?

The Market Shift: Volatility calming down

The market has calmed down compared to the recent chaos.

But don’t confuse “calmer” with “easier.”

Under the surface, uncertainty is building:

• A major acreage report that could shift sentiment quickly coming on March 31st

• Outside markets (especially energy) influencing direction

• Funds heavily long in commodities soybeans and corn

• Weather risk about to enter the conversation as well

Corn, Soybeans & Wheat: Why Upside Still Matters

I think corn has the better story than soybeans here. Look to cover upside in corn for spring into summer on sold bushels.

• Corn demand hasn’t gone away Exports continue to move, and demand is stronger than many expected.

• Soybeans still carry uncertainty Large supply is real—but so is the potential for volatility if anything shifts.

• Wheat and global markets remain unpredictable Weather and geopolitical factors can quickly change the tone.

And most importantly…

We’re heading into the part of the year where weather alone can change everything.

You don’t need a disaster to move markets higher.

You just need the threat of one.

Cattle: From Opportunity to Risk?

While grains are focused on managing opportunity…

Cattle may be shifting the other direction.

After a strong run, there are early signs worth paying attention to:

• Outside market pressure from energy

• Signs of slowing demand at higher price levels

• Subtle shifts in industry fundamentals

Final Thoughts: Have a Plan—Not a Prediction

No one knows what the next move will be.

Not with upcoming reports, global uncertainty, and weather risk all in play.

But that’s exactly the point.

Prepared to:

• Take advantage of opportunities

• Protect against downside

• Adjust as conditions change

Because the biggest risk right now isn’t making the wrong call.

It’s having no plan for what comes next.